Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.09K- 8.4% |
$155K - $164K
|
22.8K
$654K
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.1K- 1.3% |
$156K - $164K
|
160K
$4.58M
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.1K- 0.91% |
$156K - $164K
|
228K
$6.51M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.1K- 3.31% |
$156K - $164K
|
61.4K
$1.76M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.14K- 6.94% |
$159K - $167K
|
28.7K
$823K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.17K- 0.97% |
$161K - $169K
|
222K
$6.35M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.25K- 8.11% |
$167K - $176K
|
25.5K
$730K
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.37K- 34.73% |
$176K - $185K
|
4.46K
$128K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-2.4K- 29.94% |
$178K - $187K
|
5.61K
$160K
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-2.44K- 15.17% |
$181K - $191K
|
13.7K
$391K
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2.45K- 71.65% |
$182K - $191K
|
968
$27.7K
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.46K- 5.53% |
$182K - $192K
|
42K
$1.2M
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-2.56K- 1.85% |
$190K - $200K
|
136K
$3.89M
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-2.56KClosed |
$190K - $200K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.6K- 48.33% |
$193K - $203K
|
2.78K
$79.6K
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.64KClosed |
$196K - $206K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-2.66K- 1.2% |
$197K - $208K
|
219K
$6.26M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.67KClosed |
$198K - $208K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.69K- 1.33% |
$200K - $210K
|
200K
$5.71M
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.71KClosed |
$201K - $212K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-2.81KClosed |
$209K - $220K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.89K- 28.59% |
$214K - $225K
|
7.21K
$206K
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-2.95KClosed |
$219K - $230K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-2.95K- 17.91% |
$219K - $230K
|
13.5K
$386K
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.96K- 10.89% |
$219K - $231K
|
24.2K
$693K
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.98K- 32.0% |
$221K - $233K
|
6.32K
$181K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.01K- 7.11% |
$223K - $235K
|
39.3K
$1.12M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-3.02K- 52.18% |
$224K - $236K
|
2.77K
$79.3K
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.08K- 27.53% |
$228K - $240K
|
8.1K
$232K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.13KClosed |
$232K - $245K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.14KClosed |
$233K - $246K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-3.16K- 15.05% |
$235K - $247K
|
17.8K
$511K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.24K- 5.26% |
$240K - $253K
|
58.2K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.78K- 2.54% |
$281K - $296K
|
145K
$4.15M
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.81K- 7.2% |
$283K - $298K
|
49.1K
$1.41M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-4.05K- 12.2% |
$301K - $316K
|
29.2K
$835K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.27K- 2.68% |
$317K - $334K
|
155K
$4.44M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.45K- 3.29% |
$330K - $347K
|
131K
$3.74M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-4.55K- 5.07% |
$337K - $355K
|
85.1K
$2.44M
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.56KClosed |
$338K - $356K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.09K- 8.25% |
$378K - $398K
|
56.6K
$1.62M
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.1KClosed |
$379K - $399K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5.28K- 36.1% |
$392K - $413K
|
9.35K
$268K
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
SELL
|
- |
-5.34K- 27.99% |
$396K - $417K
|
13.7K
$393K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-5.49KClosed |
$408K - $429K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-5.62K- 14.77% |
$417K - $439K
|
32.4K
$928K
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
SELL
|
- |
-5.62K- 0.97% |
$417K - $439K
|
574K
$16.4M
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-5.66K- 14.7% |
$420K - $442K
|
32.8K
$940K
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.72K- 8.02% |
$424K - $447K
|
65.6K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.72K- 51.23% |
$425K - $447K
|
5.45K
$156K
|